← All themes Robotics & Automation

Warehouse & Logistics Robotics

Warehouse robotics move goods through fulfilment centres with automated storage, sortation, and mobile robots. Growth is tied to e-commerce volumes and to the difficulty of staffing warehouse shifts.

3 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
1401
WPA
Winning Points Advisors
Florida
$202K +$196K 1 0.17% New
1402
CWM
Concentric Wealth Management
California
$201K +$195K 1 0.15% New
1403
AssetMark Inc
AssetMark Inc
California
$200K +$23.6K 1 0% Increased
1404
CWM
Cornerstone Wealth Management
Missouri
$200K +$193K 1 0.04% New
1405
PFBT
Parkside Financial Bank & Trust
Missouri
$198K -$5.09K 1 0.08% Reduced
1406
AA
AlphaMark Advisors
Kentucky
$197K +$13.8K 1 0.08% Increased
1407
IDBONY
Israel Discount Bank of New York
New York
$196K $0 1 0.15% Maintained
1408
DOA
D'Orazio & Associates
Virginia
$193K $0 1 0.07% Maintained
1409
Valeo Financial Advisors
Valeo Financial Advisors
Indiana
$191K +$185K 1 0.04% New
1410
PCFFS
Pacific Center for Financial Services
California
$189K $0 1 0.12% Maintained
1411
RWA
Ropes Wealth Advisors
Massachusetts
$188K +$13.8K 1 0.05% Increased
1412
PCP
Proficio Capital Partners
Massachusetts
$184K +$72.8K 1 0.07% Increased
1413
SC
SRB Corp
Massachusetts
$184K -$10.4K 1 0.02% Reduced
1414
DSI
Daiwa SB Investments
Japan
$181K +$176K 1 0.05% New
1415
FIB
First Interstate Bank
Montana
$180K +$9.68K 1 0.04% Increased
1416
NCM
Nelson Capital Management
California
$172K +$1.86K 1 0.06% Increased
1417
SFPIA
Stevens First Principles Investment Advisors
California
$172K $0 1 0.09% Maintained
1418
Arax Advisory Partners
Arax Advisory Partners
Colorado
$169K +$3.23K 1 0.08% Increased
1419
JFA
JNBA Financial Advisors
Minnesota
$169K $0 1 0.04% Maintained
1420
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$165K +$16K 1 0.01% Increased
1421
Global Retirement Partners
Global Retirement Partners
California
$163K -$10.5K 1 0.07% Reduced
1422
HCA
Heck Capital Advisors
Wisconsin
$161K +$5.46K 1 0.09% Increased
1423
Capstone Investment Advisors
Capstone Investment Advisors
New York
$160K -$1.74M 1 0.01% Reduced
1424
RFWA
RPg Family Wealth Advisory
Massachusetts
$154K -$66K 1 0.13% Reduced
1425
ADL
Asset Dedication LLC
California
$150K +$99.4K 1 0.07% Increased